Recommended workflow: Set up flex time requests

A flex time request allows employees to ask for both time-off and make up time instead of having the time deducted from their time-off accrual. It is used for published schedules and gives employees the opportunity to request last minute changes.

This workflow shows the process for setting up flex time requests and using all system features. Follow the procedures that fit the need of your organization.

Workflow 

1. Define settings shared by all request types

   While most Request Management settings are specific to one type of request, several optional settings are effective for all request types.

2. Define settings for flex time requests

   Flex time settings determine when employees can make up their time, whether flex time-off is limited to the beginning of a shift Work period in WFM that has a definite length. block, and whether employees can submit consecutive flex time requests.

3. Create policies for flex time requests

   Flex time request policies provide guidance to employees about submitting requests. Employees can view all request policies on the Policies page (on the My Requests menu).

4. Define validation rules for flex time requests

   Flex time validation rules verify that these requests meet the conditions that you specify. The validation rules that you set for a request type are available as criteria for auto-processing rules.

5. Create a filing rule for flex time requests

   You can create a filing rule to specify when flex time requests must be submitted. When flex time requests are submitted, a validation rule verifies that the requests comply with the filing rule.

6. Create an autoprocessing rule for flex time requests

   While flex time requests can be processed manually, you can set up a rule for the system to process them automatically. An auto-processing rule can be used to approve and deny requests that violate flex time request validation rules.